Ryan Berkowitz
Ryan Berkowitz is a registered investment advisor at Forthright Capital Advisory, based in Cathedral City, CA, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 636 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001. FCA also charges all accounts with balances over $1,000 a $75 annual tech fee.
Fee Estimator
Location
Cathedral City, CA
Get directionsHistory
Regulatory History (1)
Financial
December 2020Other Business ActivitiesSells Insurance
Ryan is an insurance agent at Forthright Capital Partners, LLC, an insurance agency, since April 2024. He dedicates about half of his time to soliciting individual life insurance and fixed annuity products.
Employment History
Current Registrations
Forthright Capital Advisory
Previous Registrations
Secure Investment Management, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Southport Capital
J.P. Morgan Securities LLCBroker
VALIC Financial Advisors, INC.Broker
First Investors CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.